Business Development Associate
ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet.
As a member of the Business Development Team, you are excited about process and making things more efficient, you excel at client interactions and pride yourself at your customer service expertise. The Business Development Associate (BDA) is responsible for supporting the Business Development Team in the deployment of its strategic plan to increase the flow of capital to impact investing. The BDA will work closely with the Managing Director of Business Development to implement efficient sales operations workflows, generate and maintain sales pipelines and other ongoing reports, optimize the use of the Customer Relationship Management (CRM) system, and help the execution of other ad-hoc projects. The BDA will be joining a team of 6 highly skilled sales professionals who work together to achieve ambitious growth targets.
Responsibilities:
- Support the Managing Director of Business Development in tracking team and company objectives and key results (OKRs).
- Work with Managing Director of Business Development to maintain sales and management reports necessary to drive strategic sales efforts and campaigns for the team.
- Research incoming leads, track prospecting activity, analyze trends, identify client needs, and help organize and coordinate deployment of sales campaigns and strategies.
- Assist Engagement Officers in preparing for client meetings (e.g. PowerPoint presentations and research) and with post-meeting debriefs and follow-up.
- Respond to inbound inquiries about ImpactAssets’s Donor Advised Fund (DAF) and investment products
- Field inquiries and work alongside the various client segment team leads to provide an excellent client experience for our prospects, clients, and advisors
- Support the Business Development Team with outbound calls, meeting scheduling, team calendar coordination and timely follow-up with prospects